We provide lender-ready capital raise packaging and debt or equity placement support for business owners and buyers looking to secure serious term sheets and close funding on a defined timeline.
For business owners and acquirers pursuing private debt or equity, submit your deal for review. We revert within one working day with next steps and either a quote for our services.
For pre-submission discussions, we offer paid consultations. To initiate underwriting and lender outreach, submit the deal.
Companies pay the most, the fastest, and with the least friction for services that directly increase cash flow, close transactions, or unlock capital. That is what Financely is built around. We are a transaction led advisory desk that packages mandates to lender standards and routes them into lender decisioning.
If you are looking for general consulting, brainstorming, or open ended market education, this is not the right platform. If you want structured execution support tied to real documents and a clear closing plan, start here: Submit Your Deal.
Financely focuses on the service lines that unlock capital or close transactions. These are the core categories clients engage through the platform.
| Service | What It Covers | Who Typically Uses It |
|---|---|---|
| Capital Raising And Debt Placement | Private credit placement, project finance debt, acquisition financing, structured credit, and receivables solutions packaged to lender standards. | SMEs, sponsors, acquisition entrepreneurs, and project sponsors with a clear sources and uses plan and near term closing intent. |
| M&A Advisory | Buy side and sell side advisory tied to real processes, real documents, and real diligence. Used when the goal is closing, not commentary. | Buyers with LOI or target criteria and committed equity. Owners with a serious sale process and clean financials. |
| CFO As A Service | Cash flow control, budgeting, model cleanup, lender reporting readiness, and financing preparation designed to reduce credit friction. | Operators who are post revenue but need finance discipline to meet lender expectations. |
| Structured Trade Finance Advisory | Letters of credit, standby letters of credit, borrowing base facilities, inventory finance, and commodity backed structures tied to documented flows. See Trade Finance. | Importers, exporters, commodity traders, and manufacturers with contract chains, controls, and verifiable counterparties. |
| Commercial Real Estate Capital Advisory | Debt placement, preferred equity, joint venture equity, and refinance advisory for commercial assets with a lender grade file. See Commercial Real Estate Financing. | Commercial Real Estate buyers and sponsors with PSA, rent roll, trailing financials, and diligence readiness. |
| Fund Formation And SPV Structuring | Structuring support tied to live transactions and real raises, including vehicle logic, documentation readiness, and investor workflow discipline. | Sponsors with a real pipeline, an investable strategy, and the ability to run reporting and governance properly. |
| Credit Risk And Underwriting Advisory | Underwriting memos, collateral summaries, covenant targets, and lender pack buildout. Often bundled into capital placement. | Borrowers who need to present a clean credit story and reduce back and forth with lenders. |
Most declines are not about pricing. They are about missing information, weak controls, or unclear counterparties. If you want serious decisioning, you need a file that survives internal credit review.
If you are eligible and ready to move, submit your transaction through the platform. You will receive next steps tied to documentation, fit, and feasibility.
Not for capital placement. If there is no operating history, no contracted cash flow, and no verifiable transaction, there is nothing to underwrite. Financely is built for post revenue companies and live mandates.
No. Financely coordinates packaging and lender decisioning. The financing decision sits with regulated institutions under their own approvals, documentation, and compliance screening.
Submit a complete file the first time. The cleanest submissions have clear counterparties, coherent economics, and a documented path to repayment. Start at Submit Your Deal.
Review How It Works , then check What We Do for scope boundaries and execution standards.
Disclaimer: This page is for general information only and does not constitute legal, tax, investment, or regulatory advice. Financely is not a bank or lender. Any facility, financing, or capital solution referenced is provided by regulated institutions under their own licences, approvals, and documentation, subject to eligibility, KYC, AML, sanctions screening, and credit decisions. Nothing on this page is a commitment to lend or an offer of securities.
Financely advises growth-focused businesses on accessing capital by introducing their opportunities to professional investors. Financely is not a securities broker or dealer. Where appropriate, engagements are coordinated with regulated broker-dealers, investment banks, legal counsel, and other specialists.
Financely does not solicit, offer, or accept orders to buy or sell securities and makes no assurance regarding capital-raising outcomes.
Services are strictly business-to-business. Financely does not provide personal finance, consumer credit, or retail advisory services.
Advisory services are reserved for post-revenue companies that recognize the time and resources required for professional underwriting.
To proceed,
request a quote
and receive indicative commercial terms. If you require guidance before engaging,
book a paid telephone consultation.
Security notice: we are aware of third parties using Financely’s name without authorization. Only emails sent from our official domains and communications through our portal are valid. Please verify any outreach before sharing documents or sending payments, and read our impersonation warning.
Email supportdesk@financely-group.com for general enquiries, press & partnership requests.
All mandates start with an RFQ. We review submissions, issue a brief Go/No-Go memo, and where bankable, release a Term Sheet that leads to funding. We arrange capital across Senior Secured, Unitranche, Second Lien/Mezzanine, Preferred Equity, and Gap Solutions. We do not process deals by email or chat.
Letters of Credit, Standby LCs, Confirmations, Receivables Finance, and Inventory Lines with control.
Funding arranged for trade flows with instruments sized to your cycle and aligned to delivery and settlement.
Move forward to secure working capital and keep goods moving. Submit the RFQ to start underwriting for funding.
Limited or non-recourse structures for energy and infrastructure with lender-ready materials.
Funding solutions aligned to project cash flows with credible covenants and conditions to reach notice to proceed.
Advance the file to termable status. Submit the RFQ so we can underwrite and secure funding.
Debt and Preferred solutions anchored on cash flow, Quality of Earnings, and clear closing mechanics.
Funding across senior, unitranche, and preferred to match stable cash flows and acquisition timelines.
Get financed on workable terms for closing. Submit the RFQ to start underwriting.
Acquisition, development, bridge, and refinance with lender-ready packs and third-party reports managed.
Funding calibrated to DSCR, leverage, and tenancy with terms designed to close.
Move to a financeable package. Submit the RFQ to initiate underwriting for funding.
KYC and Source of Funds required. Engagements are best-efforts and subject to underwriting. Preference for operating companies with meaningful revenue. See our FAQ and Procedure.
Financely Inc. (“Financely”) provides corporate-finance advice and is wholly owned by Aurora Bay Trust, a trust formed under Bahamian law, together with its authorized affiliates. Depending on deal structure, jurisdiction, and local rules, engagements may be carried out through Financely Group LLC, a non-deposit-taking, non-banking financial company; Ashford Capital Advisory LLC; or another related entity.
Financely and its affiliates are not registered as securities broker-dealers and do not execute securities transactions or hold client funds or securities. When a mandate involves the purchase or sale of securities and a registered intermediary is required, any orders are introduced to and executed by one or more independent U.S. broker-dealers registered with the SEC and FINRA. Those broker-dealers are solely responsible for trade execution, custody, and related regulatory obligations. Nothing in this material constitutes an offer, solicitation, or recommendation to buy or sell any security or to engage in any specific transaction. Before engaging Financely Group LLC, Ashford Capital Advisory LLC, or any affiliate, you are responsible for confirming that such engagement complies with your own legal, regulatory, tax, and other requirements. In the United States, certain advisory activities may be conducted in reliance on exemptions available under the Investment Advisers Act of 1940, including the “foreign private adviser” exemption where applicable. Our services and regulatory status may vary by jurisdiction and by transaction type.
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supportdesk@financely-group.com for general enquiries.
